-31.8%
AXON vs HIG
+5.4%
-37.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -2.2% |
| 7D | -2.5% | -1.1% | -1.4% | -2.6% |
| 30D | -11.5% | -4.9% | -6.6% | -12.1% |
| 3M | +7.3% | +6.8% | +0.5% | +7.9% |
| 6M | -11.9% | -1.7% | -10.3% | -12.7% |
| YTD | -11.0% | -0.2% | -10.8% | -10.1% |
| 1Y | -31.8% | +5.7% | -37.5% | -30.5% |
| All | -31.8% | +5.4% | -37.1% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling